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United Capital Management of KS’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

United Capital Management of KS’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
233,846
+13,393
+6% +$627K 1.43% 31
2026
Q1 		$10.4M Buy
220,453
+14,255
+7% +$673K 1.57% 26
2025
Q4 		$9.71M Buy
206,198
+17,413
+9% +$820K 1.36% 28
2025
Q3 		$8.87M Buy
188,785
+16,542
+10% +$768K 1.21% 30
2025
Q2 		$7.98M Buy
+172,243
New +$7.88M 1.25% 27

Other funds holding VMBS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

United Capital Management of KS's VMBS Position: Q2 2026 in Review

United Capital Management of KS increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.1% in Q2 2026, buying an estimated $627K and bringing the position to 233,846 shares worth $10.9M. The position accounts for 1.43% of the portfolio, ranked #31.

United Capital Management of KS first reported a position in VMBS in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • United Capital Management of KS held 233,846 shares of Vanguard Mortgage-Backed Securities ETF worth $10.9M as of Q2 2026.
  • United Capital Management of KS bought 13,393 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $627K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.43% of United Capital Management of KS's portfolio in Q2 2026, its #31 holding.
  • United Capital Management of KS first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
  • 386 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.